Modifying SQL value fields in Word templates

You can use the Mail Merge Field editor to modify new and existing SQL Value merge fields. When you select an SQL Value field from the list view, the edit options are displayed in the edit pane.
Note: This feature is not available in the application Web Client. It is only available in Microsoft Word after installing application Mail Merge for Microsoft Word. For more information, see Installing Infor CRM SLX Mail Merge For Microsoft word.

To modify a SQL Value merge field:

  • View an application template in Microsoft Word.
  • Do one of the following:
    • Click Edit Fields on the Mailings tab.
    • Right-click an application merge field and click Infor CRM SLX Template Field Properties in the document.
    • Click Insert Field and select SQL Value on the Mailings tab.

    The application Mail Merge Field editor window is displayed. The template merge fields display in the list view.

  • Highlight the merge field you require to modify in the list pane.
  • Modify these options:
    • Field Identifier - Allows you to change the text that displays in the template.
    • SQL - In the box, type the SQL query, or click the Ellipsis to view the Editing SQL window to insert parameters or execute SQL to test the statement. The sample SQL query provides the appropriate format for inserting a value. Change the query to list the (SELECT) field(s) you require to include for the merge item, specify the (FROM) table that contains those fields, and then define the (WHERE) statement to identify which records to list. SELECT NAMEPFL FROM CONTACT WHERE CONTACTID = :ContactID
      Note: You must separate multiple SELECT items with commas (,).
    • Format Type - Allows you to change the type of formatting applied to the selected
    • merge field.
    • Format String - Allows you to format the value as it displays in the merge field. You must set the Format Type before adding a format string. String formats are based on the format type you select.
    • Text Before - Allows you to enter text that displays before the selected merge field.
    • Text After - Allows you to enter text that displays after the selected merge field.
    • Special Format - Allows you to apply special character formatting to the merge field (including text before and text after a merge field).
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